Nvidia has encountered a new hardware problem with its much-anticipated N1x Arm CPU, and this time it is a major one. According to multiple industry sources ...

Advanced Micro Devices, Inc.'s AI strategy and market momentum challenge Nvidia's dominance. Click for my updated look at how ...

Nvidia is set to resume H20 chip sales to China, alleviating export restriction pressures and reigniting revenue growth ...

Once the world's most valuable company, Exxon Mobil now trails AI giants like Nvidia, which recently hit a $4 trillion market ...

The Trump administration has assured Nvidia that licenses to export the chips will be granted, ending months of halted shipments.

Nvidia (NASDAQ: NVDA) shares surged 4% to close at $170.70 on Tuesday, outpacing broader market indices as investors responded positively to news about graphics processing unit (GPU) exports to China ...

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Nvidia has issued a security reminder to application developers, computer manufacturers, and IT leaders that modern memory ...

Nvidia is to resume sales to China of its H20 AI chips. The silicon giant confirmed this week that it is filing applications ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Broadcom's headline silicon for SUE is the newly announced Tomahawk Ultra, a 51.2 Tbps switch ASIC that's been specifically ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...